Robert Hart is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Wells Fargo Advisors. Outside of his financial career, he has ownership in a health club business, Healthy Hart Fitness LLC. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Thomas Martin is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Securities, Cetera, New England Securities, and PRUCO Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, utilizing model portfolios and research from internal and third-party sources.

Tarik Yousef is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial and Dish Network. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and advanced modeling tools in its planning approach.

Douglas Ballard is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Equitable Advisors since 2004 and previously spent two years at Merrill. Outside of financial advising, Ballard serves as President of the West Virginia University Foundation, where he leads board meetings and oversees chapter activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Perry Lee is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a trustee for the Lee Family Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory programs to both individual and institutional clients. The firm uses structured discovery processes and advanced modeling tools in its planning services and manages approximately $2.74 trillion in client assets.

John Lee Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes over a decade at First Allied Advisory Services and its related entities before joining Cetera. Outside of his advisory work, he is the sole proprietor of Lee Retirement Services, an insurance-related business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

James Koerner is a CFP® professional with 14 years of industry experience, currently serving at Cetera. He has prior experience at Avantax Advisory Services and 1st Global Advisors, and has operated a tax preparation and accounting practice since 1992. Koerner is also involved in Koerner Wealthcare, LLC, which provides financial planning and asset management services. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of portfolio management and financial planning services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides access to multiple program structures and third-party money managers, managing assets exceeding $250 billion.

Matthew Siegel is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent nine years at Metlife Securities. Siegel also operates as an independent insurance agent focusing on disability, life, accident, health, long-term care, and property & casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that utilize firm-approved software tools.

Yisroel Scharfer is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at UnbeatableSale.com and Israel Bookshop Publications. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology solutions.

George Feldman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Feldman serves as the treasurer for Center Players, a theater company focused on sport and leisure facilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored financial solutions.

Patrick Monahan is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services. Outside of his advisory role, Monahan coaches youth baseball players with the NJ Intensity Baseball Program. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Shannon King is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Labaton Sucharow LLP and AXA Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models implemented through both proprietary and third-party platforms, providing services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Richard Quense Jr. is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior work includes roles at Securian Financial Services and Minnesota Life Insurance Company. Outside of financial services, he is employed in the food and beverage industry at Taka in Asbury Park, NJ. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and features multiple program structures with discretionary and non-discretionary management options.

Jeffrey Seidel is a financial advisor at UBS Financial Services with 11 years of industry experience. He has worked at UBS since 2017 and previously held roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he owns and operates a business providing bartending services, mixology classes, and live music performances for private events, and he participates in fundraising activities for The First Tee of the Jersey Shore, a youth nonprofit program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and a range of capital markets functions.

Scott Allen Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Rowan University and the Borough of Surf City. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, using a range of advisory models and third-party asset managers.

David Shaw is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. His career includes roles at Raymond James Financial Services, Allied Wealth Partners, Edward Jones, UBS Financial Services, and other firms. Outside of advisory duties, he is involved in fixed insurance sales through independent contractor roles. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a large network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning solutions, utilizing a multi-manager platform with discretionary and non-discretionary programs and access to a range of third-party money managers.

Jonathan Biagioli is a financial advisor with Equitable Advisors in Wall, NJ, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held various roles in retail and service industries, including positions at Baccarat Flagship Boutique and Warby Parker. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs implemented through third-party managers and its network of Investment Adviser Representatives.

Daniel Shearer is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2005 and was previously with Axa Advisors, LLC for 15 years. Outside of his advisory role, he is involved with Zenith Marketing, focusing on Medicare supplements. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Ryan Orsley is a financial advisor with Ameriprise in Little Silver, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice, with an emphasis on assets held in Ameriprise Managed Accounts.

Allan Proske is a financial advisor with Cetera who holds a Series 63 designation and has 34 years of industry experience. He has worked at Cetera and its affiliated entities since 2013, including First Allied Securities and First Allied Advisory Services. Outside his advisory role, he serves as board president of the nonprofit Family Resources Associates and is involved in multiple coaching and entrepreneurial ventures. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to affiliated and third-party managers across various program platforms.